Sales Strategist

Sales Strategist

At The Villages Health, we are redefining healthcare through a patient-first, preventive care model. As a Sales Strategist, you'll have the opportunity to drive measurable growth, optimize our marketing and CRM efforts, and help expand access to exceptional healthcare in one of the fastest-growing communities in the nation. If you're strategic, data-driven, and passionate about making a meaningful impact, we'd love to have you on our team. The Sales Strategist plays a vital hybrid role supporting both the Sales and Marketing teams by optimizing CRM processes, managing lead flow, delivering actionable insights, and contributing to data-driven growth strategies. This role serves as a critical link between CRM data, marketing campaigns, and sales performance, helping analyze patient acquisition, retention, and brand awareness. This position combines hands-on Salesforce CRM execution, strategic sales planning, lead management, and marketing analytics, along with cross-functional collaboration to enhance patient engagement, community outreach impact, ROI and internal workflows.

Essential Duties and Responsibilities: Duties and Responsibilities may include, but are not limited to:

• Supporting sales outreach by following up with leads, creating reports, tracking ROI, and maintaining oversight of the sales and marketing budget.
• Collaborating with marketing and outreach teams to execute and track campaigns, events, and initiatives using Salesforce CRM.
• Analyzing lead data and campaign performance provide actionable insights that support more effective sales and marketing strategies.
• Maintaining and optimizing CRM workflows, dashboards, and reports to ensure accurate tracking of referrals, tours, conversions, and campaign ROI.
• Providing training and ongoing support for CRM users while serving as a liaison between Sales, Marketing, and CRM teams.
• Assisting with marketing performance metrics, including SEO reporting and leveraging Google Analytics to support data-driven strategies and assess campaign effectiveness.
• Supporting strategic planning initiatives through market analysis, competitor research, forecasting, and sales performance evaluation.

CRM & Data Management

• Ensure accurate tracking of all leads, referrals, and patient interactions in Salesforce CRM.
• Build and maintain dynamic dashboards and reporting tools for Sales and Marketing leadership.
• Monitor lead pipeline performance and regularly reports on conversion trends, campaign effectiveness, and ROI.
• Collaborate with CRM and IT teams to implement system enhancements and maintain data accuracy.
• Provide training and troubleshooting support to internal users to improve CRM utilization.

Marketing Analytics & Strategy

• Monitor and report on SEO performance and Google Analytics metrics to evaluate digital campaign success and guide future strategies.
• Analyze sales and marketing data to identify trends, growth opportunities, and areas for improvement.
• Assist leadership in refining sales strategies that drive patient growth, retention, and improved market positioning.
• Identify ROI models for marketing events, community outreach, and advertising campaigns.
• Contribute to cross-functional planning with the Marketing, Community Outreach, and CRM teams.

Education/Experience Requirements:

• Bachelor's degree in marketing, Business, Healthcare Administration, or a related field.
• 3+ years of experience in sales strategy, CRM management, or marketing analytics role.
• Healthcare industry experience preferred; knowledge of Medicare and Medicare Advantage is a plus.
• Strong working knowledge of Salesforce CRM (workflows, reporting, dashboards).
• Proficiency in Google Analytics, SEO tools, and interpreting digital marketing performance.
• Proven ability to translate data into strategy and influence decision-making.
• Strong communication and interpersonal skills, including the ability to present data and insights clearly.
• Highly analytical with experience in modeling ROI, building forecasts, and interpreting campaign results.
• Proficient in Microsoft Office Suite, especially Excel; familiarity with data visualization tools is a plus.
• Excellent time management and organizational skills.
• Ability to work independently and collaboratively in a fast-paced, hybrid environment.
• Commitment to patient confidentiality and adherence to HIPAA regulations.
• Comfort working cross-functionally with Sales, Marketing, IT, and Operations teams.
• Salesforce CRM proficiency and understanding of healthcare marketing strategies.

Salary is commensurate with experience. Questions? Contact us at recruitment@thevillageshealth.com